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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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597 results found

  1. i have items coming from the CRM to the pricing table that have 0.00 value
    I want to omit this to show blank

    9 votes

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  2. Ability to customize formula in a pricing table.

    8 votes

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  3. When the client has hundreds of items, and need to update just a small part of them in specific categories it would help to only export the category that need update and also would make the export faster.

    8 votes

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  4. Currently, some areas of the pricing table such as the subtotal, for example, don't allow you to change the formatting such as to align the content of the cell to the left, center, or right. It would be helpful to be able to customize the formatting in these areas.

    8 votes

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  5. Ability to delete columns in the pricing table if any of the columns is restricted.

    8 votes

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  6. Ability to edit Quote Builder block via mobile app

    8 votes

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  7. hide the products in our catalog to avoid the incorrect items be selected, but would still like to have access to them if we need them for the future

    8 votes

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  8. Option to empty the catalog, i.e. delete items and folders in one click without having to select them one by one

    8 votes

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  9. Client would like a way to see how often they've quoted a particular line item in an export feature to track these statistics

    8 votes

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  10. An ability to pull the catalog items data through the variables into the document/pricing table

    8 votes

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  11. Allow to map quantity of items to certain variables

    8 votes

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  12. Wants to enter one product list in USD and then when change currency, it updates with the exchange rate (europe and asia mainly). see having 10-15 currencies needed over the next few years

    8 votes

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  13. Show different totals for different product types in a pricing table. Depending on cell's value and column.

    8 votes

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  14. Ability to transfer color from description in catalog to pricing table. Ability to change font in catalog. Editor 2.0.

    8 votes

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  15. Variables for the quote builder

    7 votes

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  16. Option to create a conditional formula for calculations, for example: if the price is $300, a specific fee is added.

    7 votes

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  17. Add ability to add Recurring Products to Pricing Table. The current quote builder has too much white space. We'd like the ability to add Recurring products to the simpler and easier to read pricing table.

    7 votes

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  18. Mass update of Catalog items price by percentage. Per client- "with the fast rate of inflation we’ve noticed what a pain it has become continuously updating product prices.

    It would be a great feature to be able to increase the cost buy ( example 8%) rather than have to calculate 8% and enter that individually. Also if you could tick/highlight multiple products and add 8% that would be amazing. I am having to amend out catalog on a monthly basis at the moment and there is over 150 products to go through"

    7 votes

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  19. Pricing table column will be hidden if there is no value once the document is generated.

    7 votes

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  20. show cost and profit margin per line item even when the document is sent/completed

    7 votes

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